How to Create a Quarterly Small Business Report

by Mary Jane; Updated September 26, 2017
Gather all of the data and information before you start writing.

Business reports can discuss anything from a business's financial standing to marketing strategies and sales approaches. Quarterly reports may be relatively small, as they only contain information pertinent to a three-month period. Before you create and write the quarterly business report, define its purpose and determine what information needs to be included. While it can specifically pertain to financial earnings, it can also be a small report that highlights the activities in various departments of the business.

Step 1

Compose an introduction to the quarterly business report. Identify the purpose of the report and ensure that you mention the period the report covers. For example, write that the report focuses on the financial status of the company between April and July of 2007.

Step 2

Create headings and subheadings for the report. If the report is focusing on the activities of each department in the business, use each department as a heading. Use the subheadings to identify the activities of each department. If writing a quarterly financial report, use the headings to identify the major sections such as assets, liabilities and expenses.

Step 3

Identify the method used to gain the data for the report. This will differ depending on the purpose of the report. For a financial report, get your data directly from the accounting department. If the report is about each department, speak with a manager in each department to get the correct data.

Step 4

Write the body of the report by using the headings and subheadings as your guide. Be clear and straightforward in your language. Use graphs and tables if you need to illustrate some data, as numbers can be dreadful to read if there are many of them. Identify any problems or issues learned from the data, so the reader is aware of the problems the report illustrates.

Step 5

Remind the reader that the information and data presented in the small report only pertains to the three months mentioned in the introduction. Use the conclusion to offer solutions or ideas to the problems discussed in the report.

Step 6

Highlight the key points in the report under a heading called “Executive Summary.” Write it last to ensure that you include every major issue in the summary. Place it between the title page and the introduction. Some readers may only read the summary to get an idea of the content instead of reading the entire report.

About the Author

Based in Toronto, Mary Jane has been writing for online magazines and databases since 2002. Her articles have appeared on the Simon & Schuster website and she received an editor's choice award in 2009. She holds a Master of Arts in psychology of language use from the University of Copenhagen in Denmark.

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